For HR Leaders, L&D Teams & Organizations Planning Financial Wellbeing Initiatives
Plan a Corporate Financial Wellness Program
Delivered by CFP® Taresh Bhatia, CERTIFIED FINANCIAL PLANNER® | Founder – The Richness Academy
Trusted by senior professionals, business owners, and families navigating life’s critical financial transitions.
Please complete this short form so we can understand your organization’s requirement before scheduling a discussion call.
Why Organizations Conduct Financial Wellness Programs
- Reduce employee financial stress
- Improve retirement readiness
- Strengthen employee engagement
- Support pre-retirement transition planning
- Improve financial decision making
Financial Wellbeing Is Not Just About Income — It Is About Structure, Sustainability & Psychological Confidence
Retirement is not merely a financial milestone — it is a psychological and structural transition.
Financial uncertainty often arises not because of lack of income, but because of lack of clarity around income sustainability, taxation, longevity, and structured withdrawal.
- Retirement corpus fundamentals
- Common retirement mistakes
- Post-retirement income basics
- EPF, EPS, NPS, SCSS overview
- Inflation & longevity impact
- Quick readiness checklist
- Corpus calculation framework
- 3-Bucket Strategy (Contingency | Stability | Growth)
- Monthly income design
- Tax-efficient withdrawals
- Medical & emergency preparedness
- Distribution-phase planning
- Morning: Retirement Architecture Workshop
- Afternoon: Extended Q&A
- Limited: 20–30 minute mini consultations
- Day 1: Retirement Architecture Framework
- Day 2: Individual Consultations
- Day 3: Implementation & Documentation
- Income refinement
- Asset allocation restructuring
- Risk review
- Estate planning basics
- Customized retirement summaries
- Planning vs investing
- Risk realism
- Asset allocation basics
- Goal-based investing
- Common investor mistakes
- 6 Pillars of Financial Planning
- 3-Bucket Strategy
- Risk management basics
- Retirement architecture
- Financial clarity
- Income protection
- Longevity planning
- Decision confidence
- Salary structuring
- Emergency funds
- EPF & NPS
- SIP discipline
- Insurance fundamentals
- Compounding advantage
Customization Capabilities
All programs can be strategically tailored to align with your organizational structure, workforce demographics, and wellness priorities.
Corporate Video & Session References
Selected sessions covering retirement architecture, financial wellness, and structured planning frameworks.
Founder – The Richness Academy
Partner With Us for Financial Wellbeing Initiatives
If you are an HR leader, L&D head, CSR coordinator, or corporate decision-maker looking to implement structured financial wellbeing programs, we would be happy to design a customized engagement for your organization.
